Estate Planning, Investment Strategies & Retirement Timing: Your Money Questions Answered
Allworth Financial‘s Money Matters

Estate Planning, Investment Strategies & Retirement Timing: Your Money Questions Answered

2025-08-02
On this week’s Money Matters, Scott and Pat break down headlines shaping your money—from housing gridlock and interest rate anxiety to the risks of letting politics guide your investments. A fiery caller sparks a raw debate on using options, leading to honest talk on risk, returns, and financial reality. Scott and Pat also cover AI in financial advice, smart tax strategies for business owners, and when a simple trust is all you need. Plus, real listener questions on Social Security timing and estate planning—drama inclu...
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